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Root Financial Partners’s JetBlue JBLU Stock Holding History

Root Financial Partners’s Portfolio JBLU Stock Details JBLU Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q2 		– Sell
-1,740
Closed -$7.69K – 1832
2026
Q1 		$7.69K Buy
1,740
+985
+130% +$5K ﹤0.01% 1783
2025
Q4 		$3.44K Sell
755
-113
-13% -$515 ﹤0.01% 1873
2025
Q3 		$4.27K Buy
+868
New +$4.17K ﹤0.01% 1782

Other funds holding JBLU

BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
IC
Icahn Carl Sunny Isles Beach, Florida $8.26B AUM 15.11% 1-Year Est. Return
Vanguard Portfolio Management
Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM
Two Sigma Investments
Two Sigma Investments New York $138B AUM 41.87% 1-Year Est. Return
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $552B AUM 44.19% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $495B AUM 43.24% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return

Root Financial Partners's JBLU Position: Q2 2026 in Review

Root Financial Partners sold out of JetBlue (JBLU) in Q2 2026, closing a stake of 1,740 shares — an estimated $7.69K sold.

Root Financial Partners first reported a position in JBLU in Q3 2025 and held it in 3 quarters. The position peaked at $7.69K in Q1 2026. 382 funds tracked by Wall St. Rank hold JBLU as of Q2 2026.

  • Root Financial Partners reported no remaining JetBlue position as of Q2 2026 after selling out during the quarter.
  • Root Financial Partners sold 1,740 JetBlue shares in Q2 2026, an estimated $7.69K.
  • Root Financial Partners first reported a position in JetBlue in Q3 2025 and held it in 3 quarters.
  • Root Financial Partners's JetBlue position peaked at $7.69K in Q1 2026.
  • 382 funds tracked by Wall St. Rank held JetBlue as of Q2 2026.

Based on Root Financial Partners's 13F filing for Q2 2026, filed 29 Jul 2026.